Andrew Epplen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Covington, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Covington	KY	05/2020	Present
Wilson Bennett Technology	Louisville	KY	01/2020	04/2020
University Of Louisville	Louisville	KY	08/2016	05/2020
Fidelity Investments	Covington	KY	05/2019	08/2019
Fidelity Investments	Covington	KY	05/2018	08/2018
St. Joseph Parish	Crescent Springs	KY	05/2017	08/2017
Fidelity Investments	Boston	MA	03/2025	Present

05/2020 → Present

Fidelity Brokerage Services, Llc

Covington, KY
01/2020 → 04/2020

Wilson Bennett Technology

Louisville, KY
08/2016 → 05/2020

University Of Louisville

Louisville, KY
05/2019 → 08/2019

Fidelity Investments

Covington, KY
05/2018 → 08/2018

Fidelity Investments

Covington, KY
05/2017 → 08/2017

St. Joseph Parish

Crescent Springs, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-02-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-22
S63	Uniform Securities Agent State Law Examination	2020-10-09

S66 Uniform Combined State Law Examination

2021-02-22
S63 Uniform Securities Agent State Law Examination

2020-10-09

Other Names

Andrew Benjamin Epplen
Andrew Epplen

View on SEC IAPD

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